Analyst CornerAnalyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie Poon Charlie Poon, Analyst October 5, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which covers grocery retailing in the US, including our growth projections for this year, current market factors and what we expect for the grocery sector moving forward. US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic
